Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.34% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,587 | $4,636-65.8% | $4,154-61.8% | $4,156-61.8% |
| Participant deferral / active EE | $4,919 | $6,166-20.2% | $5,453-9.8% | $6,407-23.2% |
| Admin fee / account holder | $332 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |